| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,057 | $243,891.48 | $234,899.88 | -$8,991.6 | -3.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,345 | $168,444.64 | $180,119.45 | $11,674.81 | 6.93% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 3,563 | $208,396.62 | $273,745.29 | $65,348.67 | 31.36% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 166 | $8,995.54 | $12,750.46 | $3,754.92 | 41.74% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 376 | $19,311.36 | $28,831.68 | $9,520.32 | 49.3% |
| JK John Keene Keene & Associates Inc. | 6,255 | $379,115.55 | $480,634.2 | $101,518.65 | 26.78% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 400 | $20,544 | $30,736 | $10,192 | 49.61% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 3,385 | $278,640.35 | $260,001.85 | -$18,638.5 | -6.69% |
| AI Ana-Maria Ignat Covestor Ltd | 254 | $14,725.03 | $19,519.9 | $4,794.87 | 32.56% |
| KT Kathleen Thornhill Confluence Wealth Services Inc. | 4,480 | $288,306.95 | $344,198.4 | $55,891.45 | 19.39% |
| BM Bill McVay Red Tortoise LLC | 74 | $3,975.28 | $5,685.42 | $1,710.14 | 43.02% |
| MWM Marion Wealth Management Marion Wealth Management | 3,013 | $238,599.47 | $231,669.57 | -$6,929.9 | -2.9% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,082 | $284,684.34 | $236,666.78 | -$48,017.56 | -16.87% |
| JB Jeremy Baltz Raleigh Capital Management Inc. | 1 | $84.71 | $76.84 | -$7.87 | -9.29% |
| WJ William Jollie Quent Capital LLC | 1,507 | $139,201.59 | $115,752.67 | -$23,448.92 | -16.85% |
| MB Michael Byun SageView Advisory Group LLC | 4,065 | $248,029.36 | $312,354.6 | $64,325.24 | 25.93% |
| TG Timothy Gerlach Novem Group | 4,755 | $288,533 | $365,802.15 | $77,269.15 | 26.78% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 3,338 | $181,811.22 | $256,992.62 | $75,181.4 | 41.35% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $5,635.4 | $7,693 | $2,057.6 | 36.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 69,175 | $4.27M | $5.32M | $1.05M | 24.71% |